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United Parcel Service
UPS

Overview Fund Activity

2,231 hedge funds and large institutions have $110B invested in United Parcel Service in 2022 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 999 increasing their positions, 792 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+9
Holders Change %
+0.41%
% of All Funds
35.31%
Holding in Top 10
99
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.79%
% of All Funds
1.57%
New
158
Increased
999
Reduced
792
Closed
120
Calls
$2.48B
Puts
$2.27B
Net Calls
+$207M
Net Calls Change
+$384M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$586M
2
Capital World Investors
Capital World Investors
California
+$407M
3
BlackRock
BlackRock
New York
+$382M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$240M
5
Capital International Investors
Capital International Investors
California
+$233M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$331M
2
Citadel Advisors
Citadel Advisors
Florida
-$170M
3
State Street
State Street
Massachusetts
-$117M
4
Morgan Stanley
Morgan Stanley
New York
-$113M
5
Renaissance Technologies
Renaissance Technologies
New York
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
876
Carnegie Investment Counsel
Ohio
$2.7M +$731K +3,407 +37%
GIA
877
GHP Investment Advisors
Colorado
$2.7M +$135K +629 +5%
GWM
878
Geneos Wealth Management
Colorado
$2.69M +$225K +1,047 +9%
MCM
879
Mill Capital Management
North Carolina
$2.69M +$2.26M +10,551 +528%
AAM
880
Arabesque Asset Management
United Kingdom
$2.69M +$45K +210 +2%
BG
881
Benedetti & Gucer
Georgia
$2.66M -$79.1K -369 -3%
SSWM
882
Smith Salley Wealth Management
North Carolina
$2.66M +$53K +247 +2%
IA
883
IndexIQ Advisors
New York
$2.64M +$22.5K +105 +0.9%
VWMG
884
Virginia Wealth Management Group
Virginia
$2.63M +$82.4K +432 +3%
CPA
885
Court Place Advisors
Maryland
$2.62M -$279K -1,300 -10%
AIS
886
AM Investment Strategies
Tennessee
$2.6M -$16.5K -77 -0.6%
GIP
887
Granite Investment Partners
California
$2.59M -$6.43K -30 -0.2%
CSPAM
888
Cary Street Partners Asset Management
Virginia
$2.59M +$163K +762 +7%
CT
889
Chicago Trust
Illinois
$2.59M +$335K +1,563 +15%
DCM
890
Decatur Capital Management
Georgia
$2.58M +$260K +1,214 +11%
PIMG
891
Patriot Investment Management Group
Tennessee
$2.58M -$101K -471 -4%
AF
892
Ally Financial
Michigan
$2.57M -$429K -2,000 -14%
CCM
893
Cox Capital Management
Massachusetts
$2.57M +$30.5K +142 +1%
SP
894
SWS Partners
Ohio
$2.57M +$17.2K +80 +0.7%
SCM
895
Sterneck Capital Management
Missouri
$2.56M -$351K -1,639 -12%
Rafferty Asset Management
896
Rafferty Asset Management
New York
$2.55M -$1.55M -7,205 -38%
FB
897
Fulton Bank
Pennsylvania
$2.54M -$70.8K -330 -3%
TPCW
898
TD Private Client Wealth
New York
$2.53M +$107K +501 +4%
GFA
899
Gifford Fong Associates
California
$2.53M – – –
ONB
900
Old National Bancorp
Indiana
$2.51M +$145K +675 +6%
34 35
36
37 38